Tax strategy in Maine
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Roger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRoger A Auger - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1071 Lisbon Street in Lewiston, Maine, offers personalized financial planning services. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. Please call for an appointment, as our hours may vary. While we will be closed on Independence and Labor Day in 2023, we are dedicated to providing ongoing support and guidance to our clients. During the initial consultation, we will discuss your financial priorities and provide an overview of financial planning concepts. Please note that you will not receive written analysis or recommendations at this time. Ameriprise Financial cannot guarantee future financial results, but we are here to help you navigate your financial journey. We value your trust and appreciate the opportunity to assist your friends and family members with their financial goals. Rest assured that your referral will hear from us soon. For more information, please visit our website and review our important disclosures, privacy and security policies, and website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we are committed to upholding the highest standards of integrity and professionalism in everything we do.
1071 Lisbon St Ste 3, Lewiston, ME 04240, United States -
Commonwealth Financial Network
● OpenCommonwealth Financial Network is a leading financial institution located at 475 Pleasant Street in Lewiston, Maine, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Commonwealth Financial Network provides personalized solutions and expert advice to clients. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, this institution is dedicated to helping you navigate the complexities of the financial world with ease and confidence.
475 Pleasant St, Lewiston, ME 04240, United States -
Northeast Retirement Solutions
● OpenNortheast Retirement Solutions is a premier retirement planning institution located at 2 Great Falls Plaza in Auburn, Maine, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their retirement goals through personalized investment strategies, comprehensive financial planning, and expert guidance. Whether you are nearing retirement or just starting to plan for the future, Northeast Retirement Solutions is here to provide you with the tools and resources you need to secure a comfortable and worry-free retirement. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
2 Great Falls Plaza #6b, Auburn, ME 04210, United States -
Berry Financial Services LLC
● OpenBerry Financial Services LLC is a leading finance institution located at 78 Main Street in Winthrop, Maine, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with investments, retirement planning, or estate planning, we have the expertise to guide you towards your financial goals. Trust Berry Financial Services LLC to help you secure your financial future.
78 Main St, Winthrop, ME 04364, United States -
Azimuth Capital Management, LLC
● OpenAzimuth Capital Management, LLC is a finance institution located at 150 Main Street in Winthrop, Maine, United States. Specializing in investment management and financial planning services, Azimuth Capital Management, LLC offers personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on providing expert advice and guidance to individuals and businesses looking to grow and protect their wealth. Whether you are planning for retirement, saving for college, or building a diversified investment portfolio, Azimuth Capital Management, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
150 Main St, Winthrop, ME 04364, United States -
Sean Patrick Riley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSean Patrick Riley, a financial advisor at Ameriprise Financial Services, LLC, located at 215 Foreside Road in Falmouth, Maine, offers personalized financial planning services to help clients achieve their goals. With a background and qualifications that can be verified on FINRA's BrokerCheck website, Sean Patrick Riley provides expert guidance on navigating the current stock market trends and potential opportunities for growth. By setting up a complimentary initial consultation, individuals can gain insight into financial planning concepts and take steps towards a more secure financial future. Investment products and services offered through Ameriprise Financial Services, LLC come with the necessary disclosures and risk factors, ensuring transparency and informed decision-making. Sean Patrick Riley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can rest assured that their financial goals will be prioritized and addressed with professionalism and expertise. Contact Sean Patrick Riley today to start a conversation about your financial priorities and objectives.
215 Foreside Rd, Falmouth, ME 04105, United States -
Sarah Dunckel - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSarah Dunckel is a financial advisor at Ameriprise Financial Services, LLC located at 150 Capitol Street in Augusta, Maine, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She specializes in asset management, estate planning, investment strategies, risk management, retirement planning, and tax planning. With her expertise and commitment to excellence, Sarah Dunckel is a trusted advisor for all your financial needs.
150 Capitol St # 1, Augusta, ME 04330, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 157 Townsend Avenue in Boothbay Harbor, Maine, United States. With a focus on providing personalized financial services to individuals and businesses, Raymond James offers a wide range of investment and wealth management solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or plan for the future, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.
157 Townsend Ave, Boothbay Harbor, ME 04538, United States -
First National Wealth Management
● ClosedFirst National Wealth Management is a leading financial institution located at 9 Bristol Road in Damariscotta, Maine. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust First National Wealth Management to help you secure a prosperous financial future.
9 Bristol Rd, Damariscotta, ME 04543, United States -
Edward Jones - Financial Advisor: Pete Watt
● ClosedEdward Jones - Financial Advisor: Pete Watt is a trusted financial institution located at 14 Vista Drive in Gorham, Maine, United States. Pete Watt is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Pete Watt can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Pete Watt is committed to helping you secure your financial future.
14 Vista Dr Ste 309, Gorham, ME 04038, United States -
Edward Jones - Financial Advisor: Jason B Shinn
● ClosedEdward Jones - Financial Advisor: Jason B Shinn is a finance institution located at 5 Stewart Drive in Scarborough, Maine, United States. Jason B Shinn is a trusted financial advisor who provides personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a focus on building strong relationships with clients, Edward Jones - Financial Advisor: Jason B Shinn is dedicated to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason B Shinn will work with you to create a customized financial plan tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jason B Shinn to help you navigate the complexities of the financial world and secure your financial future.
5 Stewart Dr Unit 104, Scarborough, ME 04074, United States -
Patrick Lawler - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick Lawler is a financial advisor at Ameriprise Financial Services, LLC, located at 10 Plaza Drive in Scarborough, Maine, United States. With a focus on understanding your unique situation, Patrick provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. Access your investments and accounts securely from any device. As a financial advisor, Patrick prioritizes ensuring you have the right levels of protection in place, including life insurance and disability coverage. By conducting a thorough insurance review, any gaps in your current plan can be identified and a tailored strategy created to safeguard against unforeseen events.
10 Plaza Dr Ste 105, Scarborough, ME 04074, United States -
First Command Financial Advisor - Kevin Shilling
● ClosedFirst Command Financial Advisor - Kevin Shilling is a finance institution located at 306 U.S. 1, Scarborough, Maine, United States. This institution offers financial advisory services to clients, with a focus on helping individuals achieve their financial goals and secure their financial future. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. Clients have provided testimonials on a voluntary basis, highlighting their positive experiences with the institution. It is important to note that these testimonials may not be representative of all clients' experiences and are not a guarantee of future performance or success.
306 US-1 Suite D3, Scarborough, ME 04074, United States -
Eric Kolben - Morgan Stanley Financial Advisor
● OpenEric Kolben is a financial advisor at Morgan Stanley, located at 100 Middle Street in Portland, Maine. With a focus on providing personalized financial planning and investment strategies, Eric helps his clients achieve their financial goals and secure their financial future. With years of experience and expertise in the finance industry, Eric Kolben is dedicated to providing top-notch financial advice and guidance to individuals and families in the Portland area. Contact Eric Kolben at Morgan Stanley today to start planning for a brighter financial future.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Jerome B Price PhD
● OpenJerome B Price PhD is a prestigious finance institution located at 7 Oak Hill in Scarborough, Maine, United States. Led by the renowned Dr. Jerome B Price, this institution offers expert financial services and consultation to individuals and businesses alike. With a focus on personalized solutions and cutting-edge financial strategies, Jerome B Price PhD is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Jerome B Price PhD is the institution to trust for all your financial needs.
7 Oak Hill, Scarborough, ME 04074, United States -
John Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5 Ward Street in Scarborough, Maine, offers a wide range of financial services to clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Hughes is equipped to assist individuals with asset management, investment strategies, estate planning, retirement planning, and more. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™, among others. With a commitment to excellence and expertise in various areas of financial planning, John Hughes is dedicated to helping clients achieve their financial goals.
5 Ward St, Scarborough, ME 04074, United States -
Benjamin Sicoli - RBC Wealth Management Financial Advisor
● OpenBenjamin Sicoli - RBC Wealth Management Financial Advisor is a reputable finance institution located on Fore Street in Portland, Maine, United States. As a trusted financial advisor, Benjamin Sicoli provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, clients can trust in Benjamin Sicoli's expertise and dedication to helping them secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Benjamin Sicoli - RBC Wealth Management Financial Advisor is here to provide top-notch financial services tailored to your individual needs.
Two Portland Square, Fore St 5th Floor, Portland, ME 04101, United States -
Marble Trail Financial
● ClosedMarble Trail Financial is a finance institution located at 62 U.S. 1, Cumberland, Maine, United States. We specialize in helping individuals, families, and businesses achieve their financial goals through investment advisory and accounting services. Our personalized approach ensures that we work with you to manage and grow your financial resources, whether it be investments, personal budgets, taxes, or business finances. With a foundation of integrity and exceptional people, we provide comprehensive services to simplify your financial life and help you focus on your goals. Our team takes the time to listen and understand your unique goals, developing a personalized strategy to achieve them with peace of mind and confidence. Visit our offices in Vermont and Maine to start your journey towards financial success.
62 US-1, Cumberland Foreside, ME 04110, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 202 U.S. 1, Falmouth, Maine, United States. They offer a range of financial planning services to help clients achieve their financial goals. The institution is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts. Please note that investment products involve risks and are not insured by the FDIC or NCUA. Ameriprise Financial cannot guarantee future financial results. The institution values privacy and security, and adheres to strict rules and regulations. Members of Ameriprise Financial Services, LLC are also members of FINRA and SIPC. If you are interested in learning more about their services, feel free to reach out for a consultation.
202 US-1 #4, Falmouth, ME 04105, United States -
Dow Wealth Management
● ClosedDow Wealth Management is a finance institution located at 358 U.S. 1 in Falmouth, Maine, United States. Our team of experienced financial advisors is dedicated to helping clients manage and grow their wealth through personalized investment strategies and financial planning services. With a focus on building long-term relationships based on trust and transparency, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can help you reach your financial objectives.
358 US-1, Falmouth, ME 04105, United States -
Maiden Cove Capital
● ClosedMaiden Cove Capital is a prestigious finance institution located at 545 Shore Road in Cape Elizabeth, Maine, United States. Known for its expertise in investment management and financial advisory services, Maiden Cove Capital offers a wide range of solutions tailored to meet the unique needs of its clients. With a strong track record of success and a commitment to excellence, this institution is a trusted partner for individuals and businesses seeking to grow and protect their wealth. Visit Maiden Cove Capital today to discover how their experienced team can help you achieve your financial goals.
545 Shore Rd, Cape Elizabeth, ME 04107, United States -
Casco Bay Group - Morgan Stanley
● OpenCasco Bay Group - Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, Casco Bay Group offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on personalized financial strategies and investment solutions, they strive to help clients achieve their financial goals and secure their financial future. The team at Casco Bay Group is dedicated to providing top-notch customer service and guidance in navigating the complex world of finance.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Scott B Dow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott B Dow is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at Two Portland Square in Portland, Maine. With a focus on providing personalized financial planning and investment strategies, Scott B Dow helps clients achieve their long-term financial goals. As a trusted advisor, he offers a range of services including retirement planning, estate planning, tax strategies, and investment management. With a commitment to excellence and a dedication to client satisfaction, Scott B Dow is a reputable choice for individuals seeking expert financial guidance.
Two Portland Sq Ste 700, Portland, ME 04101, United States -
Glenn A Parkinson - Morgan Stanley
● OpenGlenn A Parkinson - Morgan Stanley is a finance institution located at 100 Middle Street in Portland, Maine, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced professionals, Glenn A Parkinson - Morgan Stanley provides personalized investment strategies, wealth management solutions, and financial planning services to help clients reach their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Glenn A Parkinson - Morgan Stanley is dedicated to providing expert guidance and support every step of the way.
100 Middle St 3rd Fl, Portland, ME 04101, United States -
Taylor Markee - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTaylor Markee is a Financial Advisor at Ameriprise Financial Services, LLC located on Fore Street in Portland, Maine, United States. Taylor Markee holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Taylor Markee specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, or retirement income strategies, Taylor Markee has the knowledge and experience to guide you towards your financial goals. Contact Taylor Markee today to schedule a consultation and take the first step towards securing your financial future.
Two Portland Square, Fore St Ste 700, Portland, ME 04101, United States -
Bouchard & Associates, Inc.: Franklin D. Bouchard, CPA
● ClosedBouchard & Associates, Inc.: Franklin D. Bouchard, CPA is a reputable accounting and finance institution located at 135 Main Street in Fairfield, Maine, United States. Led by experienced CPA Franklin D. Bouchard, the firm offers a wide range of financial services to individuals and businesses. With a focus on providing personalized and professional assistance, Bouchard & Associates is dedicated to helping clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or any other accounting needs, Franklin Bouchard and his team are here to assist you.
135 Main St, Fairfield, ME 04937, United States -
Mitchell K Black, CPA
● ClosedMitchell K Black, CPA is a reputable accounting and finance institution located at 5 Bank Street in Brunswick, Maine, United States. Our team of experienced Certified Public Accountants provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to schedule a consultation and learn how we can assist you with your accounting and finance needs.
5 Bank St, Brunswick, ME 04011, United States -
Northeast Municipal Advisors LLC
● OpenNortheast Municipal Advisors LLC is a reputable financial advisory firm located at 113 Deepwood Drive in Portland, Maine, United States. Specializing in providing expert guidance and support to municipalities in the Northeast region, our team of experienced professionals offers a wide range of services including financial planning, debt management, budgeting, and investment strategies. With a commitment to helping our clients achieve their financial goals and navigate the complexities of municipal finance, Northeast Municipal Advisors LLC is dedicated to delivering personalized solutions and exceptional service. Contact us today to learn more about how we can assist your municipality in achieving financial success.
113 Deepwood Dr, Portland, ME 04103, United States -
Alexander Thompson - TIAA Wealth Management Advisor
● ClosedAlexander Thompson - TIAA Wealth Management Advisor is a leading financial institution located at 4 City Center in Portland, Maine, United States. As a trusted advisor in wealth management, they specialize in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a commitment to providing top-notch service and expertise, Alexander Thompson - TIAA Wealth Management Advisor is dedicated to helping individuals and families secure their financial future.
4 City Center 2nd Floor, Portland, ME 04101, United States -
Mark Leighton - Morgan Stanley
● OpenMark Leighton - Morgan Stanley is a reputable finance institution located at 100 Middle Street in Portland, Maine, United States. With a strong focus on providing personalized financial services and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Mark Leighton - Morgan Stanley is committed to providing expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.
100 Middle St 3rd Fl, Portland, ME 04101, United States
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List of local businesses, places and services in Maine
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